Just incredible that I am learning this for free! Even if I do not fully understand all the details, just grasping the concept is a game changer. Thanks! 🙏
I got burnt trying to short SITM thinking there was no way their data center bull case would play out because it was significantly worse (and more expensive) than quartz. I never understood why NVDA started using them until now, thanks
Yea it took me a week to figure out why Nvidia picked SiTime for NVLink. I literally work in industry and it took me a while lol. PPM control realization mind blowing for me.
Sir , you bring me joy with your writing. Well done explained , deep technical stuff that is translated into perspectives for investing in key semiconductor areas . You are also funny and so generous. Really appreciate your work . Kudos. I’m at feisal@substack
Yup, I’m subscribed with AYZ and his ANET thesis saves me from shorting it. Other than that, amazing write ups. You can be a professor at this rate.
Just incredible that I am learning this for free! Even if I do not fully understand all the details, just grasping the concept is a game changer. Thanks! 🙏
Thank you so much for this well researched article. This is a must read
Hey man, thanks a lot for your research, it’s truly appreciated.
I got burnt trying to short SITM thinking there was no way their data center bull case would play out because it was significantly worse (and more expensive) than quartz. I never understood why NVDA started using them until now, thanks
Yea it took me a week to figure out why Nvidia picked SiTime for NVLink. I literally work in industry and it took me a while lol. PPM control realization mind blowing for me.
typo at the start of [2]Noise "signal no noise ratio"
fixed
Sir , you bring me joy with your writing. Well done explained , deep technical stuff that is translated into perspectives for investing in key semiconductor areas . You are also funny and so generous. Really appreciate your work . Kudos. I’m at feisal@substack